Discuss the features and functionality of OneStream.
Recently active
Is there an audit on FX rates, to see who updated the FX rates?
Hi,I have created a dashboard with a Reset Scenario button.The code behind the button updates the workflow time, wf start time and wf end time of the workflow scenario (there is actually a dialog dashboard in between, i.e. when I press Reset a dialog box opens asking what the new WF Time should be, and user can press OK to reset the scenario or Close the dialog. WF Start and End times are determined based on the WF Time).The issue I have is that the workflow POV does not change, unless we click on a different workflow step, which can be confusing. So if I change the WF Time of the scenario member, using the Reset button from 2024 to 2025, the workflow time POV (the one shown in the OpenPlace tab) does not change, but as soon as I click on the following step (eg. Seeding) the workflow time POV changes to 2025.How do I make so that the Reset button forces the workflow POV to refresh? Do you think is something that I can achieve at dashboard level (through refresh or redraws) or business
I'm trying to do a Composite Rule to Bypass an account if it's part of a specific Scenario? Can you use Scenario as part of an Account Composite Rule? This is my statement "A#[525300]:S#[Budget_Dist]" that isn't working.
Hello,The client would like to view forecasted, budgeted and PY data based on a ratio that takes into account current day of the month for Periodic and YTD data.Below, is a functioning calc. Use Case: it is October 22nd, and the client is using daily uploads for Sales. To get a more accurate view of the Sales compared to the scenarios listed above, they want to multiply the monthly total by the factor relative to the day of the month. E.g. if Sales is 100,000 for the October budget (periodic), but it is October 22nd, we would multiply (100,000 by (22/31)), the cube view would show 70,967.74. The calculation in a UD8 member above represents this logic.The tragic flaw is that if view the data in YTD view, it takes the entirety of the YTD amount by that ratio, when I only want the current month to apply the ratio. What would be the best way to approach this? Ideas:Use a ratio that uses total days of year up to end of current periodE.g. In October 22nd, 295 total days have p
Spoiler (Highlight to read) Hi everyone,I am trying to replicate an example that i have created in OneStream 8.2, where I have a combo box inside a cubeview:But when I do the same in OneStream 8.4, the combo box doesnt work:I replicated the same parameterization in both version but I dont understand why in 8.4 doesnt work.Does anybody knows if there is a bug? Thank you
Hi,I need help implementing conditional visibility for a button in my dashboard. In the attached image, there's a Store button that I'd like to make visible only when the "Single Store" option is selected in the Store Hierarchy combo box. When any other option (e.g., "All Stores," "Takeovers2024FY," etc.) is selected, the button should either disappear or have a different style to appear disabled.Can anyone guide me on how to achieve this behavior?Thanks in advance!
I have a Summary & Detailed Account dimension. The Detailed Account dimension extends from Summary dimension.Ex Account DimensionCash Summary A Detailed B Detailed C DetailedI have a Cube where I have set the Cube dimension Properties of a Scenario to use the Summary Account dimension. I was able to load the data at Cash account level as shown above.However when I retrieve the data with BalSheet.Base , OS still treats A,B,C as base member instead of Cash and show up no balances. When I specifically identify A#Cash I get the balances I loaded.Is this expected behavior that OS doesn't treat "Cash" as Base member from Summary Account Dimension? If so is there a solution to retrieve the Cash account as Base.ThanksManoj
Hello, We have a View Selection screen with users selecting the columns and the order they want to see as we have a total of 136 columns to choose from. This should happen on the 1st tab of the Dashboard. On the 2md tab the sql table editor has to show those columns and the order in which it has been chosen. Any insights on this would be appreciated. Thank You, Indu
Hi All - I have the below rule, which calculating 30% on NI and Copying it to the InvestmentinSub account from one entity to another. The rule is executing without any issues, but data is not copying to the target entity. Any Help would be appreciated. I was able to see the correct value in the log Buffer, but the data is not writing to the DB. Select Case api.FunctionType Case Is = FinanceFunctionType.Calculate 'api.Data.Calculate("A#Profit = A#Sales - A#Costs") Dim resultDataBuffer As DataBuffer = New DataBuffer() 'Data will be written to the Destination. Dim destinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("") 'Consol Member Dim parentCurrencyName As String = "Local" 'Source Data POV Dim sourcePOV As String = "V#YTD:C#" & parentCurrencyName & ":F#EndBalInput:O#Top:U1#No_CostCenter:U2#10:U3#No_Projects:U5#OracleDataLoad:U8#No_UD8" 'Filter for BalanceSheet Accounts which has text1 as Investments. Dim filter
Hi All, Has anyone integrated Azure data warehouse into OneStream kindly walk me through the process. How are databases integrated into OneStream need help ASAP
Greetings OS Integrators, Going with v8 and SIC for integrations, it is not an option to have 3. party assemblies added to the cloud environment. I am building a integration to push data from OS to an Azure Blob Storage location, and in this case I want to use some of the nice nuget packages (assemblies) that provides an easy way to do this, hereby authentication. I therefore want to use the following assemblies for my solution, that will run on SIC as a Smart function: Azure.Storage.Blobs Azure.Storage.Common Azure.Identity Azure.Core As such, I am able to compile my Smart Function against an existing SIC gateway, and able to call the function from within OneStream. But, issues lies in required other dependencies within my code-logic. So my questions are: Are Smart Functions compiled against .NET framework 4.8? Looking at the assemblies already available within the SIC folder, I can see that both Azure.Core and Azure.Identity are there. Can I reference those by just using an import
Hi, Is it possible to create member filter in QV using Text1 that varies by Year and Scenario. Is it dynamic enough to read T# and S# of POV and use them to get Text1? For example, I have few members with "AAA" in 2024 and "BBB" in 2025. In other members, "BBB" is in2024, and "AAA" in 2025. I want to pull all UD2 members that have "BBB" in 2025. If this doesn't work, other way is BR "CustomMemberList" I guess. Anyone has sample code that can create list by reading Text1 in 2025? Thank you in advance, Mikki
Hi, All I have a column in a cube view for which I need to get the time description prefaced by "YTD". This was no problem for the current period as I could use a variable "wfTimeDesc" as follows: T#WF:Name(YTD |wfTimeDesc|) However, when trying it for a prior period, I couldn't find a variable to use that gave me a description. This is close, as it returns "YTD M9 2023" but what I really need is "YTD Sep 2023": T#PeriodPrior12(|WFTime|):Name(YTD |WFSubPeriod| |WFYearPrior|) I know I could add a header row and put it underneath, but this was the request, if I can do it. Thanks in advance!
I am getting error "Unable to access database table 'ABC'. Database table 'ABC' does not exist". If we create a table with extensibility. Does it solve the problem?
Hi, I am creating a report for our auditors that takes the IC accounts and their elimination "Plug" account throughout the Origin dimension. I don't want to create a bunch of separate reports for AP/AR, Sales/COGS, IC Expense, etc. My thought is to define these in a Parameter and then build a book. Can anyone point me to a good starting point on how to define these 4 different drop down options? For example, the AP/AR one would include A#19999, A#29999, and A#IC_DIFF, and the report user would select AP_AR_DIFF or something like that. Any insight is appreciated - the forum has been very helpful! Thank you!
Hi We are evaluating the SIC tool for integration and noticed that API keys and DB passwords are stored unencrypted in plain text files. This is becoming a huge security concern as this way of storing credentials is going to case sensitive data leaks. Not sure if this is already identified by any other client and if it is in the roadmap of fixes? Did any of the clients report this issue?ThanksVidya KadiyalaCN Rail
I have a form template profile containing 2 form template groups. Each template group has a selection of CubeViews.Template Group A has Access group = Everyone. Template Group B has Access group = SuperUser. The template profile has access security = Everyone (although it doesn't seem to matter what is in here). All forms are visible and all forms can be completed as long as the CubeView group access group is low enough.The form template profile is attached to a workflow form profile. The workflow form profile access group = everyone.I had hoped that the list of forms would be restricted for everyone, with only SuperUsers seeing and executing a slightly longer list of forms (ie Form template group B).I hope I have made sense. The only way I seem to be able to restrict access is by applying CubeView Access security. It looks like all Form security settings are being ignored or overridden by some other security. Can anyone throw any light on this, please?
Hello, I'm trying to get all the stored items of Entity relationship properties, but w/o success. Any idea what I'm doing wrong? Dim oVMProperties As New VaryingMemberProperties(DimType.Entity.Id, iChild, iParent) Dim oVMPropertiesStoredItemsList As List(Of VaryingMemberPropertyItem) = oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.GetStoredPropertyItems() I'm expecting the list (row #2) for some use cases (relationships) should return > 0, and it seems to be always 0: {sChild} under {sParent}: {oVMPropertiesStoredItemsList.Count} | {oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.GetNumStoredPropertyItems()} | {oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.HasStoredPropertyItems()} None under Root: 0 | 0 | False CONSOLID under Root: 0 | 0 | False INACTIVE under Root: 0 | 0 | False Global under Root: 0 | 0 | False TOTAL_LE under CONSOLID: 0 | 0 | False
Hi All,is there any way to clear the added comments in V#VarianceExplanation/V#Footnote using rule or any other method. I tried using rule but it's not working as expected. we are storing our comments at parent entity and mostly Top members in UD dimension , please let me know if any other information required.our intersection where we are storing the comments:E#ParentEntity:P#?:C#USD:S#ActualComment:T#2023M9:V#Footnote:A#acc:F#EndBal:O#Top:I#Top:U1#TotOPU:U2#Top:U3#Top:U4#Top:U5#None:U6#None:U7#Top:U8#Top
I am building parameter to pull user defined dimensions descriptions. Anyone knows where it stored in Database?
I'm struggling to understand how exactly to calculate what I need, a confirmation of direction and a little guidance would be great! I need to calculate an account value (Factored account) from a Driver account * a Percent account. The Driver account data contains many different dimension attributes (product, region, customer, etc). The percent account is at the 'None' member of those different dimensions. The calculated Factor accounts need to be at the same level (members) as the Driver account. I'm sure (i think, lol) I need to use the data.calculate, but I'm struggling on the syntax of the function to calculate using data at 2 different account POVs, and the results residing at the same level as the Driver account. Whether I'll need to create data buffers and manipulate / save or simple filters within the data.calculate. I do have multiple Drivers for some Factored account (i.e F1 = (D1*Pct) + (D2*Pct) + (D3*Pct)), and multiple Factor
In dashboard grid layout . What does the value in column width represents? 1. * 2. Difference between auto and * ? 3. How is the scale of the width measurement ? what is the total width of the screen? 4. What does 2* means ?
Hi everyone,I would like to create a table with an overview of the answers given to the certification questions in the certify steps per entity.Does anybody have experience with this? I think this data is stored in one of the application tables. I was wondering if this is the 'CertifyQuestionInstances' table. Would there then be a way to translate the keys into readable data? Any help would be appreciated.Thanks a lot.Floris
Hi Everyone. I am running an SQL query, but I am now encountering an issue with currency conversions. The only thing my table contains is the column with the currency name, but it is not very helpful because the FX rates table only contains the ID. I would like to know where I can find the FX rate IDs and names in the query, or if there is an intermediary table to accomplish this. The tables I am currently using are: XFW_PLP_Register and XFW_PLP_Plan.
Hi I have a problem with dril Down in BI Viewer. Part of our UD1 is as follows: BU1000 - EGMONT GROUP BU1500 - Other Business line BU6000 - HOLDING AND SERVICE BU6100 - HOLDING COMPANIES I have done the following: 1: Cubeview Cubeview exportet to excel gives this Please notice that top level BU1500 do not aggregate the data. And this is correct, totally 1.7. 2: Dataadapter: Pivot in BI Viewer looks like this: My drill down in Charts i BI viewer looks as follows: Start: Total 5.1 Drill first level: Total 5.1 Drill second level: Total 3.4 The red box should not be there Drill third l
Already have an account? Login
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.